Custodian Property Incom... Share Discussion Threads

[nickrl] 08/5/2025 09:11

Always liked the transparency they give here and good to see that despite a big vacancy emerging in the qtr causing short term reduction in passing rent they have a potential tenant already lined up. Also with todays expected IR cut using the RCF to redeem the loan due in August wont burden us too much and gives them time for more potential cuts to execute a lower cost refi.

Happy that I topped up when sub 70 a few weeks back.

[frazboy] 08/5/2025 08:24

Not many left to compare with but is the highest yield left in the sector? New River may be higher but it's a different beast.Update reads as expected, vacancy rate appears to be being managed.Good value.

[spectoacc] 07/4/2025 12:28

Over SREI, or the largely recession-proof SUPR? Not so sure, I think the latter benefits the most from lower long rates, and much less chance of losing tenants.

Which isn't to say CREI isn't decent down here - just Opportunity Cost.

[hugepants] 07/4/2025 11:29

Looks rather good value down here. 9%+ yield. 30% discount

[sharesoc] 07/4/2025 10:57

ShareSoc Growth Company Seminar – Hybrid Event
📅 Date: 30th April 2025
🕔 Time: 5:00 pm (Registration opens at 4:30 pm)
📍 Location: In-person seminar in London + Virtual (via Zoom)

Join ShareSoc for our next Growth Company Seminar, where we will hear from:

Central Asia Metals (CAML): Learn about their copper and zinc-lead mining projects in Kazakhstan and North Macedonia.

Custodian Property Income REIT (CREI): Gain insights into their diversified portfolio of UK commercial properties and stable dividend returns.

A third company to be announced.

Each company will present for 25 minutes, followed by a 15-minute Q&A session. All attendees, whether in-person or virtual, can ask questions. In-person attendees will also have the chance to network with company directors and fellow investors over drinks and a buffet.

Register here:

[skyship] 21/3/2025 16:40

Large UT of 871k down at 74.6p. Hopefully that is the end of the tap.

Bought more down to 75.2p today.

[skyship] 21/3/2025 09:05

On Tuesday I decided to bank the quick 8% turn at 78.5p. Looking at the trades on Thursday I could find no reason for the subsequent pullback. I assumed perhaps XD, but no. So bought back in again at 75.95p. Pity having to top-up "Rachel of Accounts" coffers with that annoying 0.5% Stamp Duty.

This is a well-managed REIT, with just one recent aberration with the failed bid for API.

[cwa1] 19/3/2025 16:53

Undevalued? Nosey buying? Leaky management that's seen some interest in the company? Who knows but happy to see it perky whatever the reason!

[spoole5] 19/3/2025 15:51

Any reason this suddenly perked up this afternoon?

[cwa1] 14/3/2025 16:00

It's a funny ole game, innit?

Two weeks ago they can barely be given away. Today? Market seems keen as mustard.

No accounting for it all...

[skyship] 13/3/2025 13:13

riverman - Offices posting the fastest valuation rises recently - beginnings of recovery from oversold lows.

[riverman77] 13/3/2025 12:12

CREI looking decent value, but I'm personally holding on to SHED as logistics assets seems to be the ones getting bids. I think there's less likelihood of a bid for the more generalist REITs (and definitely nothing with offices).

[skinny] 13/3/2025 12:07

First purchase here this morning.

[skyship] 12/3/2025 11:38

spoole - Well done on SHED; looks to have now reached its recent resistance level; so may well be right to bank the turn and move on to one rather left behind.

[spoole5] 12/3/2025 10:43

Sold SHED this morning to take a nice quick gain and bought in here. These seem to have missed out on the recent REIT uptick, which looks undeserved unless I'm missing something?

[skyship] 10/3/2025 14:55

Another run up to 80p would still deliver a 7.5% yield.

[cwa1] 10/3/2025 14:13

Certainly one of the ones I've become interested in after what seems to have been an inexorable downwards slide of late. Good fortune with it

[skyship] 10/3/2025 14:05

CREI so far not sharing in a pretty general REIT recovery. Decided to buy a few at 72.7p for the 23% discount; but more importantly the 8.25% yield on a 6.0p dividend, which may well increase.

[cwa1] 28/2/2025 16:56

Good volume of over 10 million in that UT...but the price...ouch :-(

[marktime1231] 28/2/2025 11:25

Blimey CWA swallowed a dictionary.

CREI was tipped alongside SUPR recently, this slide is surprising and inviting an add, especially as it is dividend day. But yes can see why folks might prefer SUPR.

[skyship] 27/2/2025 16:50

SGRO - lovely run for 10yrs : 2012-2022. Then down 50% over the past two years.
Still, 9.4% pa compound plus divis. Do you ever sell?


free stock charts from uk.advfn.com

[nexusltd] 27/2/2025 16:50

@skyship #424. Thank you. I've not done the sums to correct book cost for RPI.

[skyship] 27/2/2025 16:39

Good call...